- Citizens (Williamsville, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- KeyBank (Cheektowaga, NY)
- …1675 Walden Ave - Cheektowaga, New York 14225 **Job Description Preview** **Job Summary** The Private Client Advisor 's focus will be on our Mass Affluent ... client base with planning and financial wellness as the basis of their methodology and...their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services… more
- NBT Bank (Williamsville, NY)
- …Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover additional investment and insurance needs and to ... referrals to branch or to other business partners. Monitors client investment performance and makes appropriate recommendations. Education and...develop deeper relationships through financial planning with a focus on retention and replication… more
- KeyBank (Buffalo, NY)
- …needs, the Business Advisor assists as part of the Core Business Banking client 's trusted advisor team for solutions in order to develop, manage and retain ... 14210 **Job Summary** The Sr Merchant Business Banking Sales Advisor serves as integral member of the Key Merchant...profitable client relationships for clients with basic to moderately complex… more
- NBT Bank (Williamsville, NY)
- …-143,767 + commission The Private Bank Relationship Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private ... services experience. + Minimum 5 years' experience in Private Banking. + 2 years of sales experience. +...Financial Planning and demonstrates the ability to assess client needs. + Ability to prepare and deliver effective… more
- M&T Bank (Buffalo, NY)
- …on implementation on how to best structure the facility that works for the client and the Bank. Manages the most complex borrowing relationships by presenting WT ... close custom (advisory/tailored) credit transactions. Manage deal pipeline to achieve client goals, ensure optimal execution and drive business. Develop and… more
- Citigroup (Getzville, NY)
- …operational metrics and service level requirements to achieve business goals** **Acts as client advisor in the client 's interest while driving cross-regional ... **that'll offer you the opportunity to build an in-depth knowledge of Citi's client experience within financial services operations. Every day there will be… more
- Deloitte (Williamsville, NY)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... regulations related to renewable energy and sustainability, as well as implement client outreach strategies. Responsibilities: + Manage renewable energy client … more
- Deloitte (Williamsville, NY)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required to gather information to complete their tax… more